Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
CASTAWAYS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)414 N ORLEANS ST No 301
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL606544466
A Employer identification number

36-3738769
B Telephone number (see instructions)

(312) 226-6400
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,969,961J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,995 1,995  
4 Dividends and interest from securities... 50,512 50,512  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 89,638
b Gross sales price for all assets on line 6a 1,213,204
7 Capital gain net income (from Part IV, line 2)... 89,638
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 142,145 142,145  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 251 0   251
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,371 0   3,371
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 28,706 28,696   10
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 32,328 28,696   3,632
25 Contributions, gifts, grants paid....... 132,000 132,000
26 Total expenses and disbursements. Add lines 24 and 25 164,328 28,696   135,632
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -22,183
b Net investment income (if negative, enter -0-) 113,449
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 28,657 28,011 28,011
2 Savings and temporary cash investments......... 102,265 17,090 17,090
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,771,260 Click to see attachment1,855,207 2,324,080
c Investments—corporate bonds (attach schedule)....... 75,990 Click to see attachment75,713 74,031
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 526,783 Click to see attachment535,719 526,749
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment46,525 Click to see attachment17,557 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,551,480 2,529,297 2,969,961
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ -131,047 -131,047
28 Paid-in or capital surplus, or land, bldg., and equipment fund 1,334,978 1,334,978
29 Retained earnings, accumulated income, endowment, or other funds 1,347,549 1,325,366
30 Total net assets or fund balances (see instructions)..... 2,551,480 2,529,297
31 Total liabilities and net assets/fund balances (see instructions). 2,551,480 2,529,297
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,551,480
2
Enter amount from Part I, line 27a .....................
2
-22,183
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,529,297
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
2,529,297
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P 2018-12-31 2018-12-31
b PUBLICLY TRADED SECURITIES P 2018-12-31 2018-12-31
c Capital Gains Dividends P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,111,112   1,006,564 104,548
b 100,713   117,002 -16,289
c 1,379     1,379
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       104,548
b       -16,289
c       1,379
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 89,638
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 124,305 3,042,413 0.040857
2016 148,582 2,768,044 0.053678
2015 154,994 2,787,214 0.055609
2014 104,743 2,750,267 0.038085
2013 119,249 2,578,390 0.046249
2
Total of line 1, column (d) .....................
2
0.234478
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.046896
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
3,255,702
5
Multiply line 4 by line 3......................
5
152,679
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,134
7
Add lines 5 and 6........................
7
153,813
8
Enter qualifying distributions from Part XII, line 4,.............
8
135,632
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 2,269
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,269
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,269
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 2,240
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,240
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 29
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletBRUCE A CROWN Telephone no.bullet (312) 226-6400

    Located atbullet414 N ORLEANS ST SUITE 301CHICAGOIL ZIP+4bullet606544466
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DONNA LYNN CROWN PRES/DIR
    1.00     		0 0 0
    414 N ORLEANS ST STE 301
    CHICAGO,IL60654
    BRADLEY D CROWN V.P./DIR
    1.00     		0 0 0
    414 N ORLEANS ST STE 301
    CHICAGO,IL60654
    BRUCE A CROWN TREAS/DIR
    5.00     		0 0 0
    414 N ORLEANS ST STE 301
    CHICAGO,IL60654
    LAURIE J CROWN SEC/DIR
    1.00     		0 0 0
    414 N ORLEANS ST STE 301
    CHICAGO,IL60654
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,178,428
    b
    Average of monthly cash balances.......................
    1b
    126,853
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,305,281
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    3,305,281
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    49,579
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,255,702
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    162,785
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    162,785
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    2,269
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,269
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    160,516
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    160,516
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    160,516
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    135,632
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    135,632
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    135,632
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 160,516
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 131,035
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 135,632
    a Applied to 2017, but not more than line 2a 131,035
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 4,597
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		155,919
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    A WAY OUT
    PO BOX 10825
    ASPEN,CO81612     		N/A PUBLIC UNRESTRICTED 500
    ADOPT - ANIMALS DESERVING OF PROPER TREATMENT
    420 INDUSTRIAL DRIVE
    NAPERVILLE,IL60563     		N/A PUBLIC UNRESTRICTED 500
    ACE SCHOLARSHIPS
    1201 EAST COLFAX AVE STE 302
    DENVER,CO80218     		N/A PUBLIC PROGRAM:COLORADO 1,000
    AFRICA FOUNDATION (USA)
    5390 KIETZKE LANE STE 202
    RENO,NV89511     		N/A PUBLIC UNRESTRICTED 500
    ALPINE LEGAL SERVICES
    0405 CASTLE CREEK RD
    ASPEN,CO81611     		N/A PUBLIC UNRESTRICTED 1,000
    ANDERSON RANCH ARTS CENTER
    PO BOX 5598
    SNOWMASS VLG,CO81615     		N/A PUBLIC UNRESTRICTED 500
    ART INSTITUTE OF CHICAGO
    111 S MICHIGAN AVE
    CHICAGO,IL60603     		N/A PUBLIC UNRESTRICTED 500
    ASPEN ANIMAL SHELTER
    101 ANIMAL SHELTER ROAD
    ASPEN,CO81611     		N/A PUBLIC UNRESTRICTED 500
    ASPEN CENTER FOR ENVIROMENTAL STUDIES (ACES)
    100 PUPPY SMITH STREET
    ASPEN,CO81611     		N/A PUBLIC UNRESTRICTEDCHILDREN'S ENVIROMENTAL SCIENCE EDUCATION PROGRAMS AND NATURALISTS PROGRAMSCHILDREN'S ENVIROMENTAL SCIENCE EDUCATION PROGRAMS & NATURALIST PROGRAMS 500
    ASPEN COUNTRY DAY SCHOOL
    85 COUNTRY DAY WAY
    ASPEN,CO81611     		N/A PUBLIC OUR CHILDREN OUR FUTURE CAMPAIGN - BILL HUFFMAN ENDOWED FUND FOR OUTDOOR EDUCATION 500
    ASPEN HOMELESS SHELTER
    405 CASTLE CREEK RD 16
    ASPEN,CO81611     		N/A PUBLIC UNRESTRICTED 1,000
    ASPEN HOPE CENTER
    PO BOX 1115
    BASALT,CO81621     		N/A PUBLIC UNRESTRICTED 1,000
    ASPEN INSTITUTE
    ONE DUPONT CIRCLE NW STE 700
    WASHINGTON,DC20636     		N/A PUBLIC COMMUNITY FUND 2,000
    ASPEN JUNIOR GOLF FOUNDATION
    PO BOX 3273
    ASPEN,CO81612     		N/A PUBLIC UNRESTRICTED 500
    ASPEN PUBLIC RADIO
    110 E HALLAM STE 134
    ASPEN,CO81612     		N/A PUBLIC UNRESTRICTED 1,000
    ASPEN VALLEY HOSPITAL FOUNDATION
    0401 CASTLE CREEK ROAD
    ASPEN,CO81611     		N/A PUBLIC UNRESTRICTED 500
    ASPEN VALLEY SKI & SNOWBOARD CLUB
    300 AVSC DRIVE
    ASPEN,CO81611     		N/A PUBLIC UNRESTRICTED 2,000
    BRIGHT BY THREE
    3605 MARTIN LUTHER KING BLVD
    DENVER,CO81612     		N/A PUBLIC UNRESTRICTED 250
    CALLIES BACKYARD FOUNDATION
    191 UNIVERSITY BLVD 828
    DENVER,CO80206     		N/A PUBLIC UNRESTRICTED 1,000
    CANINE THERAPY CORPS
    1700 W IRVING PARK STE 311
    CHICAGO,IL60613     		N/A PUBLIC UNRESTRICTED 4,000
    CATHOLIC CHARITIES OF CENTRAL COLORADO
    228 N CASCADE AVE
    CO SPRINGS,CO80903     		N/A PUBLIC MARIAN HOUSE SOUP KITCHEN 500
    CENTRO HUMANITARIO
    2260 CALIFORNIA ST
    DENVER,CO80205     		N/A PUBLIC UNRESTRICTED 2,500
    CHALLENGE ASPEN
    PO BOX 6639
    SNOWMASS VLG,CO81615     		N/A PUBLIC UNRESTRICTED 500
    COLORADO CATTLEMEN'S AGRICULTURAL LAND TRUST
    8833 RALSTON RD
    ARVADA,CO80002     		N/A PUBLIC UNRESTRICTED 250
    COLORADO JUVENILE DEFENDER CENTER
    1245 E COLFAX AVE 204
    DENVER,CO80218     		N/A PUBLIC UNRESTRICTED 1,000
    COLORADO SPRINGS FINE ART CENTER
    30 W DALE ST
    CO SPRINGS,CO80903     		N/A PUBLIC UNRESTRICTED 1,000
    COLORADO SPRINGS TEEN COURT
    224 E KIOWA ST RM 230
    CO SPRINGS,CO80903     		N/A PUBLIC UNRESTRICTED 500
    COLORADO STATE UNIVERSITY FOUNDATION
    601 SOUTH HOWES STREET
    FORT COLLINS,CO805239100     		N/A PUBLIC UNIVERSITY FUND 1,000
    DENVER POLICE BROTHERHOOD YOUTH BOXING TEAM
    2090 S BANNOCK ST
    DENVER,CO80223     		N/A PUBLIC UNRESTRICTED 7,000
    DIVERS ALERT NETWORK
    6 W COLONY PLACE
    DURHAM,NC27705     		N/A PUBLIC UNRESTRICTED 1,000
    DOUBLE ANGEL FOUNDATION
    PO BOX 4004
    PARKER,CO80134     		N/A PUBLIC UNRESTRICTED 250
    EDUCATING CHILDREN OF COLOR
    PO BOX 16074
    CO SPRINGS,CO80935     		N/A PUBLIC ECC GENERAL FUND 3,500
    ENGLISH IN ACTION
    PO BOX 4856
    BASALT,CO81621     		N/A PUBLIC UNRESTRICTED 500
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE STREET
    MONTGOMERY,AL36104     		N/A PUBLIC UNRESTRICTED 1,000
    FACING HOMELESSNESS
    834-F SOUTH PERRY ST STE 545
    CASTLE ROCK,CO80104     		N/A PUBLIC UNRESTRICTED 1,000
    FAMILY VISITOR PROGRAMS
    PO BOX 1845
    GLENWOOD SPRINGS,CO81602     		N/A PUBLIC UNRESTRICTED 1,000
    FATHER WOODY'S HAVEN OF HOPE
    1101 W 7TH AVE
    DENVER,CO80204     		N/A PUBLIC UNRESTRICTED 500
    FREEDOM SERVICE DOGS
    2000 W UNION
    ENGLEWOOD,CO80110     		N/A PUBLIC UNRESTRICTED 500
    FRIENDS OF THE COLORADO TALKING BOOK LIBRARY
    180 SHERIDAN BLVD
    DENVER,CO80226     		N/A PUBLIC UNRESTRICTED 250
    GFWC-WISCONSIN INC
    S68W17666 EAST DRIVE
    MUSKEGO,WI53150     		N/A PUBLIC GFWC-WI JUNIOR PROGRAM 1,500
    GREATER CHICAGO FOOD DEPOSITORY
    4100 W ANN LURIE PL
    CHICAGO,IL60632     		N/A PUBLIC UNRESTRICTED 1,250
    HUMANE SOCIETY OF THE SOUTH PLATTE VALLEY
    2129 W CHENANGO AVE UNIT A
    LITTLETON,CO80120     		N/A PUBLIC UNRESTRICTED 500
    ILLINOIS INSTITUTE OF TECHNOLOGY
    10 W 35TH ST STE 1700
    CHICAGO,IL60616     		N/A PUBLIC REHABILITATION PSYCHOLOGY ENDOWED FACULTY FUND 3,000
    INTERNATIONAL HEARING DOG INC
    5901 EAST 89TH AVENUE
    HENDERSON,CO80640     		N/A PUBLIC UNRESTRICTED 500
    INTERNATIONAL RESCUE COMMITTEE
    122 EAST 42ND STREET
    NEW YORK,NY101681289     		N/A PUBLIC UNRESTRICTED 1,000
    KENOSHA JUNIOR WOMAN'S CLUB
    PO BOX 2131
    KENOSHA,WI53140     		N/A PUBLIC UNRESTRICTED 1,000
    KEYSTONE SCIENCE SCHOOL
    1053 SODA RIDGE ROAD
    KEYSTONE,CO80435     		N/A PUBLIC SCHOOLERSHIPS PROGRAM 9,000
    KIDNEY CANCER ASSOCIATION
    9450 SW GEMINI DR 38269
    BEAVERTON,OR970087105     		N/A PUBLIC UNRESTRICTED 500
    LEARNING ALLY
    20 ROSZEL ROAD
    PRINCETON,NJ08540     		N/A PUBLIC UNRESTRICTED 250
    LEGAL AID FOUNDATION OF COLORADO
    1900 GRANT ST STE 1112
    DENVER,CO80203     		N/A PUBLIC UNRESTRICTED 2,500
    LIFT-UP
    800 RAILROAD AVE PO BOX 1928
    RIFLE,CO81650     		N/A PUBLIC UNRESTRICTED 1,000
    LINCOLN PARK ZOOLOGICAL SOCIETY
    2001 N CLARK ST
    CHICAGO,IL60614     		N/A PUBLIC UNRESTRICTED 2,500
    LOUISIANA CHILDREN'S MUSEUM
    420 JULIA STREET
    NEW ORLEANS,LA70130     		N/A PUBLIC UNRESTRICTED 2,000
    LURIE CHILDREN'S HOSPITAL OF CHICAGO
    225 E CHICAGO AVE BOX 4
    CHICAGO,IL60611     		N/A PUBLIC SKYLIGHT TV FUND 2,500
    MARYVILLE ACADEMY
    1150 N RIVER ROAD
    DES PLAINES,IL60016     		N/A PUBLIC GOLF PROGRAM 1,500
    MOUNTAIN RESCUE ASPEN
    37925 HWY 82
    ASPEN,CO81611     		N/A PUBLIC UNRESTRICTED 1,000
    NATIONAL BRAIN TUMOR SOCIETY
    55 CHAPEL STREET STE 200
    NEWTON,MA02458     		N/A PUBLIC UNRESTRICTED 1,000
    NATIONAL JEWISH HEALTH
    1400 JACKSON ST
    DENVER,CO80206     		N/A PUBLIC FOOD ALLERGY RESEARCH 2,000
    NORTHWESTERN MEMORIAL HOSPITAL FOUNDATION
    251 E HURON STE 3-200
    CHICAGO,IL60611     		N/A PUBLIC CLINICAL INNOVATIONS 2,500
    PATHFINDERS ASPEN
    PO BOX 11799
    ASPEN,CO81612     		N/A PUBLIC UNRESTRICTED 1,000
    PAWS CHICAGO
    1997 N CLYBOURN
    CHICAGO,IL60614     		N/A PUBLIC UNRESTRICTED 2,500
    PLANNED PARENTHOOD
    7155 E 38TH AVE
    DENVER,CO80207     		N/A PUBLIC UNRESTRICTED 1,000
    PROJECT ANGEL HEART
    1625 WEST UINTAH ST STE I
    CO SPRINGS,CO80904     		N/A PUBLIC UNRESTRICTED 500
    PROSTATE CANCER FOUNDATION
    1250 FOURTH STREET
    SANTA MONICA,CA90401     		N/A PUBLIC UNRESTRICTED 1,000
    RAISING A READER
    PO BOX 2533
    GLENWOOD SPRINGS,CO81602     		N/A PUBLIC UNRESTRICTED 1,000
    RIVER BRIDGE REGIONAL CTR
    520 21ST STREET
    GLENWOOD SPRINGS,CO81601     		N/A PUBLIC UNRESTRICTED 500
    ROCKY MOUNTAIN SCHOOL OF EXPEDITIONARY LEARNING
    1700 SOUTH HOLLY STREET
    DENVER,CO80222     		N/A PUBLIC HIGH SCHOOL SCIENCE CLASSROOM EQUIPMENT 5,000
    ROCKY MT IMMIGRANT ADVOCACY NETWORK
    3489 W 72ND AVE STE 211
    WESTMINSTER,CO80030     		N/A PUBLIC UNRESTRICTED 2,000
    ROCKY MTN MICROFINANCE INSTITUTE
    PO BOX 48138
    DENVER,CO80204     		N/A PUBLIC UNRESTRICTED 1,000
    ROOM TO READ
    465 CALIFORNIA ST STE 1000
    SAN FRANCISCO,CA94104     		N/A PUBLIC UNRESTRICTED 500
    ROUNDUP RIVER RANCH
    10 W BEAVER CREEK BLVD STE 250
    AVON,CO826208520     		N/A PUBLIC UNRESTRICTED 1,000
    SHEDD AQUARIUM
    1200 S LAKE SHORE DRIVE
    CHICAGO,IL60605     		N/A PUBLIC UNRESTRICTED 4,000
    SHINING STARS FOUNDATION
    PO BOX 2790
    WINTER PARK,CO80482     		N/A PUBLIC UNRESTRICTED 500
    SHIRLEY RYAN ABILITY LAB
    345 E SUPERIOR
    CHICAGO,IL60611     		N/A PUBLIC VOCATIONAL REHABILITATION 4,500
    SHRINERS HOSPITALS FOR CHILDREN - CHICAGO
    2211 N OAK PARK AVE
    CHICAGO,IL60707     		N/A PUBLIC GENERAL FUND - MEDICAL COSTS FOR PATIENTS IN NEED OF PEDIATRIC SPECIALTY CARE 2,000
    SOUTHERN COLORADO HEALTH NETWORK fka SO CO AIDS PROJECT
    1301 S EIGHTH ST STE200
    CO SPRINGS,CO80905     		N/A PUBLIC UNRESTRICTED 2,000
    TACAW THE ARTS CAMPUS AT WILLITS
    360 MARKET STREET
    BASALT,CO81621     		N/A PUBLIC UNRESTRICTED 750
    THE ARC OF THE PIKES PEAK REGION
    12 N MEADE AVENUE
    CO SPRINGS,CO80918     		N/A PUBLIC UNRESTRICTED 1,000
    THE GAZETTE EL POMAR FOUNDATION
    30 E PIKES PEAK AVE STE 100
    CO SPRINGS,CO80903     		N/A PUBLIC EMPTY STOCKING FUND 500
    TRAILS & OPEN SPACE COALITION
    702 E BOULDER ST STE 200
    CO SPRINGS,CO80903     		N/A PUBLIC UNRESTRICTED 500
    TRASHMASTERS INTERNATIONAL
    PO BOX 6200
    SNOWMASS VLG,CO81615     		N/A PUBLIC TRASHMASTERS SCHOLARSHIP FUND 500
    TULANE UNIVERSITY
    1555 POYDRAS ST STE 1000
    NEW ORLEANS,LA70112     		N/A PUBLIC MILDRED AND HERMAN CROWN MEMORIAL SCHOLARSHIP 5,000
    TULANE UNIVERSITY
    1555 POYDRAS ST STE 1000
    NEW ORLEANS,LA70112     		N/A PUBLIC IDA & ABRAHAM ROGOVIN MEMORIAL SCHOLARSHIP FUND 5,000
    TWO ANGELS FOUNDATION
    PO BOX 740849
    ARVADA,CO80006     		N/A PUBLIC RECREATIONAL ADAPTIVE EQUIPMENT PURCHASE 1,000
    UNIVERSITY OF CO HOSPITAL FOUNDATION
    12401 E 17TH AVENUE
    AURORA,CO80045     		N/A PUBLIC TRANSPLANT PROGRAM FUND 1,000
    UNIVERSITY OF DENVER
    2601 EAST COLORADO AVENUE
    DENVER,CO80208     		N/A PUBLIC DENVER LAW FUND 2,000
    UNIVERSITY OF WISCONSIN FOUNDATION
    1848 UNIVERSITY AVENUE
    MADISON,WI537264090     		N/A PUBLIC CHANCELLOR'S ANNUAL FUND 500
    VINTAGE DOG RESCUE
    19 NORTH RANCH ROAD
    LITTLETON,CO80127     		N/A PUBLIC UNRESTRICTED 250
    WILDAID
    333 PINE STREET STE 300
    SAN FRANCISCO,CA94104     		N/A PUBLIC UNRESTRICTED 500
    YOUNG AMERICANS CTR FOR FINANCIAL EDUCATION
    3550 EAST FIRST AVENUE
    DENVER,CO80206     		N/A PUBLIC SEND-A-SCHOOL PROGRAM & EUGENE FIELD ELEMENTARY SCHOOL 2,500
    YOUTH CELEBRATE DIVERSITY
    PO BOX 5350
    GREENWOOD VILLAGE,CO80155     		N/A PUBLIC CHERRY CREEK DIVERSITY CONFERENCE 1,000
    Total .................................bullet 3a 132,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 1,995  
    4 Dividends and interest from securities....     14 50,512  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 89,638  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 142,145 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    142,145
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    CASTAWAYS FOUNDATION
    EIN:
    36-3738769
    Name of Bond End of Year Book Value End of Year Fair Market Value
    25M BERKSHIRE HATHAWAY DUE 03/15/23 25,806 24,486
    25M WAL-MART STORES DUE 12/15/20 25,000 24,580
    25M APPLE INC DUE 02.22.19 24,907 24,965

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    CASTAWAYS FOUNDATION
    EIN:
    36-3738769
    Name of Stock End of Year Book Value End of Year Fair Market Value
    100 SHS GENERAL DYNAMICS CO 1 15,721
    721 SHS UNITEDHEALTH GROUP INC. 39,949 179,616
    840 SHS T ROWE PRICE GROUP 59,597 77,549
    1085 SHS EATON CORP PLC 62,435 74,496
    1280 SHS NIKE INC 71,412 94,899
    1385 SHS ROBERT HALF INT'L 60,504 79,222
    149SH ALPHABET INC f/k/a GOOGLE INC. CLASS C 70,345 154,306
    1585 SHS AT&T INC 66,490 45,236
    2049 SHS CBRE GROUP INC 78,781 82,042
    1910 SHS INTEL CORP 59,978 89,636
    2318 SHS CABOT OIL & GAS 68,324 51,807
    239 SHS GOLDMAN SACHS GROUP 42,664 39,925
    2895 SHS BANK OF AMERICA CORP 47,466 71,333
    608 SHS A O N PLC 72,451 88,379
    500 SHS MCDONALDS CORP 48,095 88,785
    722 SH BERKSHIRE HATHAWAY B NEW 76,275 147,418
    612 SHS MASTERCARD INC 32,266 115,454
    17 SHS AMAZON.COM INC 27,564 25,533
    2045 SHS BALL CORP 78,170 94,029
    1194 SHS BAXTER INTERNATIONAL 86,434 78,589
    1260 SHS CERNER CORP 78,904 66,074
    364 SHS CONSTELLATION BRAND 82,291 58,538
    2040 SHS EBAY INC 81,938 57,263
    180 SHS FACEBOOK INC 26,188 23,596
    2000 SHS INTEGRATED DEVICE TE 64,556 96,860
    693 SHS INTL FLAVORS & FRANGRANCE 86,193 93,049
    538 SHS MICROSOFT CORP 57,913 54,645
    2855 SHS QURATE RETAIL INC 69,457 55,730
    1015 SHS TARGET CORP 79,426 67,081
    1825 SHS TERADYNE INC 79,140 57,269

    TY 2018 InvestmentsOtherSchedule2
    Name:
    CASTAWAYS FOUNDATION
    EIN:
    36-3738769
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    21775.6100 LORD ABBETT SHORT AT COST 100,000 90,151
    4817.0830 MILLER CONV FD CL A AT COST 53,132 55,975
    600 SHS CROWN CASTLE INT'L CO AT COST 58,935 65,178
    7673.6110 SHS LOOMIS SAYLES BOND FD AT COST 105,000 98,913
    764 UNITS ISHARES SHORT TERM AT COST 39,752 39,453
    7533.1750 SHS VANGUARD SHORT TERM AT COST 79,500 78,646
    8055.1050 SHS WESTERN ASSET CORD BD FD AT COST 99,400 98,433

    TY 2018 LegalFeesSchedule
    Name:
    CASTAWAYS FOUNDATION
    EIN:
    36-3738769
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 251 0   251


    TY 2018 OtherAssetsSchedule
    Name:
    CASTAWAYS FOUNDATION
    EIN:
    36-3738769
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    UNREALIZED GAIN ON CONTRIBUTED SECURITIES 46,525 17,557 0


    TY 2018 OtherExpensesSchedule
    Name:
    CASTAWAYS FOUNDATION
    EIN:
    36-3738769
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 27,934 27,934   0
    FOREIGN TAXES 726 726   0
    STATE REPORT FILING FEES 10 0   10
    OTHER FEES 36 36   0


    TY 2018 TaxesSchedule
    Name:
    CASTAWAYS FOUNDATION
    EIN:
    36-3738769
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX 3,356 0   3,356
    IL TAX 15 0   15